Lake Street Private Wealth’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Lake Street Private Wealth’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.74M	Sell	7,337 -26	-0.4%	-$5.97K	0.2%	92
2026 Q1	$1.58M	Sell	7,363 -13	-0.2%	-$2.9K	0.2%	91
2025 Q4	$1.62M	Buy	7,376 +183	+3%	+$40K	0.2%	94
2025 Q3	$1.55M	Buy	7,193 +53	+0.7%	+$11.1K	0.2%	90
2025 Q2	$1.46M	Sell	7,140 -50	-0.7%	-$9.69K	0.21%	89
2025 Q1	$1.39M	Sell	7,190 -101	-1%	-$20.1K	0.23%	88
2024 Q4	$1.43M	Buy	7,291 +149	+2%	+$29.7K	0.23%	85
2024 Q3	$1.41M	Sell	7,142 -7,978	-53%	-$1.52M	0.23%	94
2024 Q2	$2.76M	Sell	15,120 -23	-0.2%	-$4.14K	0.36%	76
2024 Q1	$2.77M	Sell	15,143 -240	-2%	-$42.2K	0.38%	72
2023 Q4	$2.62M	Sell	15,383 -924	-6%	-$149K	0.41%	68
2023 Q3	$2.55M	Buy	16,307 +51	+0.3%	+$8.27K	0.46%	65
2023 Q2	$2.64M	Sell	16,256 -575	-3%	-$90K	0.46%	67
2023 Q1	$2.59M	Sell	16,831 -88	-0.5%	-$13.5K	0.48%	58
2022 Q4	$2.57M	Buy	16,919 +584	+4%	+$87K	0.53%	54
2022 Q3	$2.21M	Buy	16,335 +495	+3%	+$73.7K	0.51%	59
2022 Q2	$2.27M	Sell	15,840 -2,227	-12%	-$339K	0.48%	58
2022 Q1	$2.93M	Sell	18,067 -77	-0.4%	-$12.4K	0.53%	52
2021 Q4	$3.12M	Buy	18,144 +10,156	+127%	+$1.67M	0.55%	48
2021 Q3	$1.23M	Hold	7,988	–	–	0.3%	89
2021 Q2	$1.24M	Hold	7,988	–	–	0.32%	86
2021 Q1	$1.18M	Buy	7,988 +224	+3%	+$31.9K	0.32%	84
2020 Q4	$1.1M	Buy	7,764 +4,863	+168%	+$659K	0.32%	83
2020 Q3	$373K	Sell	2,901 -450	-13%	-$56.6K	0.13%	126
2020 Q2	$392K	Sell	3,351 -54	-2%	-$6.15K	0.15%	117
2020 Q1	$352K	Sell	3,405 -1,059	-24%	-$126K	0.16%	111
2019 Q4	$556K	Hold	4,464	–	–	0.21%	106
2019 Q3	$534K	Hold	4,464	–	–	0.24%	93
2019 Q2	$514K	Sell	4,464 -548	-11%	-$61.5K	0.3%	75
2019 Q1	$550K	Buy	+5,012	New	+$528K	0.38%	64

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lake Street Private Wealth's VIG Position: Q2 2026 in Review

Lake Street Private Wealth reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 0.35% in Q2 2026, selling an estimated $5.97K and leaving 7,337 shares worth $1.74M. The position accounts for 0.2% of the portfolio, ranked #92.

Lake Street Private Wealth first reported a position in VIG in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.12M in Q4 2021. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Lake Street Private Wealth held 7,337 shares of Vanguard Dividend Appreciation ETF worth $1.74M as of Q2 2026.
Lake Street Private Wealth sold 26 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $5.97K.
Vanguard Dividend Appreciation ETF made up 0.2% of Lake Street Private Wealth's portfolio in Q2 2026, its #92 holding.
Lake Street Private Wealth first reported a position in Vanguard Dividend Appreciation ETF in Q1 2019 and has held it in 30 quarters since.
Lake Street Private Wealth's Vanguard Dividend Appreciation ETF position peaked at $3.12M in Q4 2021.
2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.